ONE MADISON GROUP LLC
ONE MADISON GROUP LLC runs ONE MADISON GROUP LLC and currently holds 27 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.04B. Their top holdings are CR, XPO, AMZN, TTWO, JCI. The top five represent 32.7% of reported portfolio weight. ONE MADISON GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ONE MADISON GROUP LLC initiated 2 new positions. They added to 12 existing positions. They trimmed 11 positions. Their current best-performing preview position is LOAR with returns of +40.71%.
27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
CR CRANE COMPANY | 7.61% | $152.80 | $208.35 | +36.35% | Trimmed -1.26% |
XPO XPO INC | 6.91% | $132.90 | $197.74 | +48.79% | Added +3.98% |
AMZN AMAZON COM INC | 6.87% | $218.66 | $258.63 | +18.28% | Added +11.11% |
TTWO TAKE-TWO INTERACTIVE SOFTWAR | 5.65% | $196.58 | $239.62 | +21.89% | Added +9.81% |
JCI JOHNSON CONTROLS INTERNATION | 5.62% | $142.62 | $143.05 | +0.30% | Added +334.78% |
GEV GE VERNOVA INC | 5.42% | $328.93 | $956.64 | +190.83% | Trimmed -20.00% |
LOAR LOAR HOLDINGS INC | 5.35% | $72.60 | $75.04 | +3.36% | Trimmed -0.72% |
RBC RBC BEARINGS INC | 4.95% | $486.45 | $505.61 | +3.94% | Added +33.33% |
GOOG ALPHABET INC | 4.92% | $245.99 | $341.75 | +38.93% | Trimmed -12.12% |
WWD WOODWARD INC | 4.91% | $303.68 | $343.26 | +13.03% | Added +19.57% |
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